> ## Documentation Index
> Fetch the complete documentation index at: https://docs.brightpathaisolutions.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart

> Get DeskMate working for your team in under 15 minutes.

This guide walks you through the four steps to go from zero to a working DeskMate workspace.

## Step 1 — Receive your workspace

After your DeskMate workspace is provisioned, you'll receive an email with:

* Your workspace URL (e.g. `your-company.brightpathaisolutions.com`)
* An invite link to set your admin password

Click the link, set a password, and sign in.

<Tip>
  If you haven't received the email yet, ask your BrightPath account manager or contact <a href="mailto:support@brightpathaisolutions.com">[support@brightpathaisolutions.com](mailto:support@brightpathaisolutions.com)</a>.
</Tip>

## Step 2 — Connect your first tool

In the admin console, open **Workspace → Connectors**. You'll see a tile for every system DeskMate supports.

Click **Connect** on a tile (we recommend starting with Microsoft 365 or Google Workspace, since most other skills assume one of them is connected). You'll be redirected to the provider's sign-in page, asked to consent, and returned to DeskMate.

Each connector has its own setup guide — most are one-click OAuth, but a few (Microsoft 365, Xero, QuickBooks) need a small amount of work in the provider's admin console first. See [Connectors](/connectors/overview) for the full list.

## Step 3 — Install the chat bot

DeskMate lives in chat. Pick the surface your team already uses:

<CardGroup cols={2}>
  <Card title="Microsoft Teams" icon="https://mintcdn.com/beenone/v25heXtR6zaKEpp6/images/connectors/teams.svg?fit=max&auto=format&n=v25heXtR6zaKEpp6&q=85&s=c5bf2403701d2386c6eecf2c45d47fe6" href="/chat/teams" width="24" height="24" data-path="images/connectors/teams.svg">
    One-click install via a Teams app manifest provided by BrightPath.
  </Card>

  <Card title="Slack" icon="https://mintcdn.com/beenone/v25heXtR6zaKEpp6/images/connectors/slack.svg?fit=max&auto=format&n=v25heXtR6zaKEpp6&q=85&s=5628d3e86ba8cf7809082c8c41331e12" href="/chat/slack" width="24" height="24" data-path="images/connectors/slack.svg">
    Add the DeskMate Slack app to your workspace.
  </Card>
</CardGroup>

Once installed, anyone in your organisation can message the bot directly or `@mention` it in a channel.

## Step 4 — Run your first skill

In the admin console, open **Skills**. You'll see a starter set of skills already enabled:

* **Summarise this week's invoices** (requires Xero, QuickBooks, or MYOB)
* **Find unanswered customer emails** (requires Microsoft 365 or Gmail)
* **Draft a follow-up email** (requires Mail + CRM)
* **Reconcile bank transactions** (requires accounting connector — generates an approval card)

Click any skill and run it once from the web console to see the result. Then try it from Teams or Slack:

```
@DeskMate summarise this week's invoices
```

## Where to go next

<CardGroup cols={2}>
  <Card title="Connectors" icon="plug" href="/connectors/overview">
    Set up each system DeskMate should read from or write to.
  </Card>

  <Card title="Chat in Teams" icon="https://mintcdn.com/beenone/v25heXtR6zaKEpp6/images/connectors/teams.svg?fit=max&auto=format&n=v25heXtR6zaKEpp6&q=85&s=c5bf2403701d2386c6eecf2c45d47fe6" href="/chat/teams" width="24" height="24" data-path="images/connectors/teams.svg">
    Install the bot in Microsoft Teams.
  </Card>

  <Card title="Chat in Slack" icon="https://mintcdn.com/beenone/v25heXtR6zaKEpp6/images/connectors/slack.svg?fit=max&auto=format&n=v25heXtR6zaKEpp6&q=85&s=5628d3e86ba8cf7809082c8c41331e12" href="/chat/slack" width="24" height="24" data-path="images/connectors/slack.svg">
    Install the bot in Slack.
  </Card>

  <Card title="Support" icon="envelope" href="mailto:support@brightpathaisolutions.com">
    Email us at [support@brightpathaisolutions.com](mailto:support@brightpathaisolutions.com) — we typically respond within one business day.
  </Card>
</CardGroup>